Senior Accountant I
About The Position
Lima One Capital is seeking a detail-oriented Senior Accountant I to own key pieces of their monthly close, financial reporting, and reconciliation work in a fast-paced, high-volume real estate lending environment. The role will utilize a modern ERP (Campfire) and AI-powered tools such as Claude and Shortcut to automate repetitive accounting workflows. The Senior Accountant I will partner directly with the Accounting Manager, Accounts Payable, and external auditors. This position is ideal for someone with strong values, a great work ethic, assertiveness, and a continuous improvement mindset, who is excited by innovation and eager to grow within an industry-leading organization.
Requirements
- Bachelor's degree in accounting
- 5+ years of experience in accounting
- Moderate to advance level of Excel knowledge
- Ability to work in a challenging and rewarding environment that provides great avenues for personal development
- Strong organizational skills with proven ability to manage multiple priorities and meet strict close deadlines
- Possess a mindset for perpetual process improvement and efficiency
Nice To Haves
- Experience at a high-volume mortgage loan originator or servicer is preferred but not required
- Experience with accounting ERP systems and familiarity with Campfire, Snowflake, Tableau, or AI-assisted tools (Claude, Shortcut) a strong plus
- experience working in a SOX-compliant environment preferred
Responsibilities
- Own assigned areas of the month-end, quarter-end, and year-end close, ensuring tasks are completed accurately and on time
- Utilize Campfire ERP to process transactions, maintain the general ledger, and execute close activities
- Prepare internal and external financial reports, ensuring accuracy and completeness of data
- Leverage AI tools including Claude and Shortcut to draft reports, analyze data, and automate repetitive tasks, freeing capacity for higher-value analysis
- Properly record business transactions for loan funding and the sale of all products
- Review bank accounts daily for loan funding and sale transactions
- Reconcile monthly bank and loan account balances
- Maintain supporting schedules and balance sheet account reconciliations
- Partner with Accounts Payable on vendor accruals and cutoff testing
- Provide information to auditors and tax preparers for year-end reports and filings
- Maintain compliance with Sarbanes-Oxley requirements
- Review Staff Accountant processes and journal entries, providing coaching and feedback
- Contribute to process improvement and automation initiatives across the Accounting team
Benefits
- Medical, Dental and Vision Insurance
- Life Insurance, Short-Term Disability, and Long-Term Disability
- Hospitalization and Accidental Insurance
- Flexible Spending Accounts – Health and Dependent Care
- Health Savings Account
- Safe Harbor 401K with company match
- Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care)
- Pet Insurance
- 12 paid time off days and 5 sick days, in addition to 12 paid holidays
- Continuous learning opportunities
- Dedicated mentorship
- Parking is paid for
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
